You can archive a client that you no longer need. Archiving a client removes them from your navigation pane.
To archive a client
- Open the client you wish to archive.
- Select the ellipsis and click Archive client from the dropdown.
- Click Archive client.
To restore an archived client
- On the navigation pane select Apply filters.
- From the dropdown of filters, select Archived.
- Now your navigation will display all of your archived resources, and open the client you wish to restore.
- Select the ellipsis and click Restore client from the dropdown.
- Click Restore client.
Tip
You can also archive and restore a client directly from the navigation pane. Hover over the client you wish to archive or restore, click Ellipsis and select Archive or Restore from the dropdown.
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